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Original filing (PDF)20250619101333NAL0001811683001
JACK'S OIL DISTRIBUTING, INC.
Form 5500
FILING_RECEIVED
JACK'S COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
179
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Flxfocs Mod 2035 R1 Registered Investment Company" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK'S OIL DISTRIBUTING, INC..
Plan sponsor
Name
JACK'S OIL DISTRIBUTING, INC.
EIN
54-2097393
Address
420 LOGEAIS STREET · EDEN VALLEY, MN · 55329
Phone
(320) 453-6560
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS, LLC | 36-3120284 | — | INVESTMENT ADVISOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | 41-0955056 | — | — | $7K | — |
Investments
28 direct securities· $3.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Flxfocs Mod 2035 R1 Registered Investment Company | — | — | — | $1.2M | 37.1% | |
| Flex Focus Moderate 2055 Fund Class R1 Registered Investment Company | — | — | — | $642K | 20.2% | |
| Flxfocs Mod Rtrmt R1 Registered Investment Company | — | — | — | $386K | 12.2% | |
| Flxfocs Mod 2045 R1 Registered Investment Company | — | — | — | $145K | 4.6% | |
| Pimco Inc Inst Registered Investment Company | — | — | — | $100K | 3.1% | |
| Flxfocs Aggr 2055 R1 Registered Investment Company | — | — | — | $97K | 3.1% | |
| Amfds Am Bal R6 Registered Investment Company | — | — | — | $70K | 2.2% | |
| Blkrk Mdcap Gr Eq Inst Registered Investment Company | — | — | — | $62K | 1.9% | |
| Vngrd Wlsly Inc Adml Registered Investment Company | — | — | — | $61K | 1.9% | |
| Pgim Hi Yld R6 Registered Investment Company | — | — | — | $52K | 1.7% | |
| Col Divd Inc Inst2 Registered Investment Company | — | — | — | $52K | 1.6% | |
| Aqr Lgcap Defn Style I Registered Investment Company | — | — | — | $50K | 1.6% | |
| Interest-bearing Cash Fed Hrms Gov Oblgtns Prmr Interest-bearing Cash ** $ | — | — | — | $39K | 1.2% | |
| Dbline Enhcd Cape I Registered Investment Company | — | — | — | $33K | 1.0% | |
| Msif Intl Advtg I Registered Investment Company | — | — | — | $31K | 1.0% | |
| Pimco Intl Bdusdlrhdginst Registered Investment Company | — | — | — | $26K | 0.8% | |
| Pgim Ttl Rtn Bd R6 Registered Investment Company | — | — | — | $25K | 0.8% | |
| Amfds New Prspct R6 Registered Investment Company | — | — | — | $19K | 0.6% | |
| Pimco Stkplus Lg Dur Inst Registered Investment Company | — | — | — | $19K | 0.6% | |
| Vngrd Sm Cap Indx Fd As Registered Investment Company | — | — | — | $18K | 0.6% | |
| Jpm Emrg Mkt Eq R6 Registered Investment Company | — | — | — | $16K | 0.5% | |
| Trowepr Blue Chip Gr Registered Investment Company | — | — | — | $16K | 0.5% | |
| Col Strat Inc Inst2 Registered Investment Company | — | — | — | $13K | 0.4% | |
| Msif Inst Gr I Registered Investment Company | — | — | — | $13K | 0.4% | |
| Fid 500 Indx Registered Investment Company ** 131 Fid Glbl Exus Indx Registered Investment Company | — | — | — | $6K | 0.2% | |
| Registered Investment Companies Alger Smcap Focs Y Registered Investment Company | — | — | — | $4K | 0.1% | |
| Nuveen Real Estate Securities Fund - Class R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| Virtus Kar Smcap Gr R6 Registered Investment Company | — | — | — | $1K | <0.1% |
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